Our Services
Every engagement is tailored to the individual. Our mandates are modular by design, and our approach adapts to the specific needs and expectations of each client.
The areas outlined below illustrate the principal fields of intervention of Le Bureau Privé. As every engagement is inherently bespoke, this list is intended as a guide only.
1. Comprehensive wealth strategy
- Definition of short- and long-term wealth strategy
- Legal and tax structuring of assets
- Estate and succession planning
- Family governance structuring
2. Advisors coordination
- Coordination of lawyers, notaries, tax advisors, and accountants
- Coordination of private banks and asset managers
- Coordination of agents, managers, and professional advisors
- Oversight of the strategies implemented by the various advisors
- Centralisation of information and documentation, with regular reporting
3. Investment oversight
- Financial investments: manager oversight and reporting
- Advisory support for real estate transactions
- Advisory support in the building of an art collection
4. Day-to-day affairs management
- Administrative management of wealth matters
- Monitoring of legal, corporate, employment and tax obligations
- Cash flow management and assistance with day-to-day decisions
5. Project support
- Structuring new entrepreneurial, cultural, sporting or artistic projects
- Support in fundraising operations and equity investments
- Assistance with business acquisitions and disposals
6. Risk management and asset protection
- Assessment of wealth-related risks and structuring of asset protection strategies
- Organisation of insurance coverage
- Protection of privacy and confidentiality